QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,458 shares; 2024Q4: 1,401 shares; 2025Q1: 1,443 shares; 2025Q2: 1,597 shares; 2025Q3: 1,917 shares 1,917 $373K 0.03% +320 Timeline MANH MANHATTAN ASSOCIATES INC More: the full row for MANHATTAN ASSOCIATES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,252 shares; 2025Q3: 1,819 shares 1,819 $373K 0.03% +567 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,003 shares; 2024Q4: not reported; 2025Q1: 2,000 shares; 2025Q2: 2,045 shares; 2025Q3: 2,078 shares 2,078 $371K 0.02% +33 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,510 shares; 2024Q4: 5,283 shares; 2025Q1: 3,958 shares; 2025Q2: 3,876 shares; 2025Q3: 3,887 shares 3,887 $370K 0.02% +11 Timeline NTRS NORTHERN TR CORP More: the full row for NORTHERN TR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,488 shares; 2024Q4: 6,107 shares; 2025Q1: 4,527 shares; 2025Q2: 3,928 shares; 2025Q3: 2,744 shares 2,744 $369K 0.02% -1,184 Timeline SPYD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,330 shares; 2025Q3: 8,392 shares 8,392 $369K 0.02% +62 Timeline GMAR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,270 shares; 2024Q4: 7,270 shares; 2025Q1: 7,520 shares; 2025Q2: 9,250 shares; 2025Q3: 9,160 shares 9,160 $367K 0.02% -90 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,288 shares; 2024Q4: 3,504 shares; 2025Q1: 4,744 shares; 2025Q2: 4,512 shares; 2025Q3: 4,432 shares 4,432 $366K 0.02% -80 Timeline POCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,406 shares; 2024Q4: 9,166 shares; 2025Q1: 8,991 shares; 2025Q2: 8,250 shares; 2025Q3: 8,484 shares 8,484 $366K 0.02% +234 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,610 shares; 2024Q4: 3,801 shares; 2025Q1: 3,801 shares; 2025Q2: 3,813 shares; 2025Q3: 3,813 shares 3,813 $366K 0.02% 0 Timeline NEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,015 shares; 2024Q4: 12,015 shares; 2025Q1: 11,696 shares; 2025Q2: 10,905 shares; 2025Q3: 7,112 shares 7,112 $365K 0.02% -3,793 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,000 shares; 2024Q4: 4,698 shares; 2025Q1: 4,667 shares; 2025Q2: 4,664 shares; 2025Q3: 4,673 shares 4,673 $363K 0.02% +9 Timeline BBDC BARINGS BDC INC More: the full row for BARINGS BDC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,876 shares; 2024Q4: 47,158 shares; 2025Q1: 43,612 shares; 2025Q2: 43,977 shares; 2025Q3: 41,422 shares 41,422 $363K 0.02% -2,555 Timeline JANW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,210 shares; 2024Q4: 11,835 shares; 2025Q1: 11,835 shares; 2025Q2: 11,335 shares; 2025Q3: 9,960 shares 9,960 $360K 0.02% -1,375 Timeline SPGM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,778 shares; 2024Q4: 4,784 shares; 2025Q1: 4,784 shares; 2025Q2: 4,870 shares; 2025Q3: 4,794 shares 4,794 $359K 0.02% -76 Timeline AVAV AEROVIRONMENT INC More: the full row for AEROVIRONMENT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,125 shares 1,125 $354K 0.02% new Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,151 shares; 2025Q2: 1,154 shares; 2025Q3: 1,173 shares 1,173 $353K 0.02% +19 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,641 shares; 2025Q3: 5,544 shares 5,544 $351K 0.02% +903 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,488 shares; 2025Q2: 1,700 shares; 2025Q3: 1,836 shares 1,836 $350K 0.02% +136 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,026 shares; 2024Q4: 3,079 shares; 2025Q1: 3,503 shares; 2025Q2: 3,588 shares; 2025Q3: 3,155 shares 3,155 $347K 0.02% -433 Timeline UAL UNITED AIRLS HLDGS INC More: the full row for UNITED AIRLS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,672 shares; 2025Q1: not reported; 2025Q2: 3,547 shares; 2025Q3: 3,594 shares 3,594 $347K 0.02% +47 Timeline XMHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,904 shares; 2024Q4: 2,930 shares; 2025Q1: 3,226 shares; 2025Q2: 3,244 shares; 2025Q3: 3,303 shares 3,303 $347K 0.02% +59 Timeline TOLZ PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,449 shares; 2024Q4: 7,300 shares; 2025Q1: 6,920 shares; 2025Q2: 6,706 shares; 2025Q3: 6,396 shares 6,396 $346K 0.02% -310 Timeline PJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,105 shares; 2024Q4: 20,305 shares; 2025Q1: 20,305 shares; 2025Q2: 8,080 shares; 2025Q3: 7,490 shares 7,490 $342K 0.02% -590 Timeline RFFC ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,418 shares; 2024Q4: 5,316 shares; 2025Q1: 5,316 shares; 2025Q2: 5,316 shares; 2025Q3: 5,316 shares 5,316 $342K 0.02% 0 Timeline AWI ARMSTRONG WORLD INDS INC NEW More: the full row for ARMSTRONG WORLD INDS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,724 shares 1,724 $338K 0.02% new Timeline USHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,340 shares; 2024Q4: 9,196 shares; 2025Q1: 9,098 shares; 2025Q2: 9,493 shares; 2025Q3: 8,930 shares 8,930 $337K 0.02% -563 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 297 shares; 2025Q3: 312 shares 312 $337K 0.02% +15 Timeline FFA FIRST TR ENHANCED EQUITY More: the full row for FIRST TR ENHANCED EQUITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,194 shares; 2024Q4: 15,612 shares; 2025Q1: 15,612 shares; 2025Q2: 15,612 shares; 2025Q3: 15,612 shares 15,612 $336K 0.02% 0 Timeline FLRN SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,674 shares; 2025Q2: 8,143 shares; 2025Q3: 10,874 shares 10,874 $336K 0.02% +2,731 Timeline BUYW NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 23,563 shares; 2025Q3: 23,544 shares 23,544 $335K 0.02% -19 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,258 shares; 2025Q1: 9,270 shares; 2025Q2: 9,052 shares; 2025Q3: 10,539 shares 10,539 $330K 0.02% +1,487 Timeline EMLP FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,872 shares; 2025Q3: 8,556 shares 8,556 $328K 0.02% -316 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,221 shares; 2024Q4: 3,595 shares; 2025Q1: 3,595 shares; 2025Q2: 3,260 shares; 2025Q3: 3,260 shares 3,260 $326K 0.02% 0 Timeline FTRI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,217 shares; 2024Q4: 29,131 shares; 2025Q1: 25,993 shares; 2025Q2: 25,128 shares; 2025Q3: 21,443 shares 21,443 $326K 0.02% -3,685 Timeline FXH FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,819 shares; 2024Q4: 3,810 shares; 2025Q1: 3,600 shares; 2025Q2: 3,378 shares; 2025Q3: 2,965 shares 2,965 $325K 0.02% -413 Timeline IBDR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,662 shares; 2024Q4: 11,545 shares; 2025Q1: 11,545 shares; 2025Q2: 13,064 shares; 2025Q3: 13,351 shares 13,351 $324K 0.02% +287 Timeline BLV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,564 shares; 2024Q4: 4,545 shares; 2025Q1: 4,566 shares; 2025Q2: 4,589 shares; 2025Q3: 4,562 shares 4,562 $323K 0.02% -27 Timeline ITB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,032 shares; 2024Q4: 3,648 shares; 2025Q1: 4,093 shares; 2025Q2: 3,965 shares; 2025Q3: 3,012 shares 3,012 $323K 0.02% -953 Timeline SCHH SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,794 shares; 2024Q4: 14,709 shares; 2025Q1: 14,769 shares; 2025Q2: 14,815 shares; 2025Q3: 14,931 shares 14,931 $322K 0.02% +116 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,228 shares; 2024Q4: 4,302 shares; 2025Q1: 5,316 shares; 2025Q2: 5,782 shares; 2025Q3: 5,658 shares 5,658 $321K 0.02% -124 Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,639 shares; 2024Q4: 4,639 shares; 2025Q1: 4,565 shares; 2025Q2: 3,989 shares; 2025Q3: 4,018 shares 4,018 $321K 0.02% +29 Timeline ISHARES TR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,410 shares; 2024Q4: 15,953 shares; 2025Q1: 15,953 shares; 2025Q2: 14,953 shares; 2025Q3: 13,694 shares 13,694 $320K 0.02% -1,259 WRB BERKLEY W R CORP More: the full row for BERKLEY W R CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,109 shares; 2024Q4: 4,087 shares; 2025Q1: 4,337 shares; 2025Q2: 3,859 shares; 2025Q3: 4,163 shares 4,163 $319K 0.02% +304 Timeline HUM HUMANA INC More: the full row for HUMANA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,499 shares; 2024Q4: 1,498 shares; 2025Q1: 1,442 shares; 2025Q2: 1,326 shares; 2025Q3: 1,220 shares 1,220 $317K 0.02% -106 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,769 shares; 2024Q4: 14,603 shares; 2025Q1: 15,523 shares; 2025Q2: 15,879 shares; 2025Q3: 18,490 shares 18,490 $317K 0.02% +2,611 Timeline FDL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,687 shares; 2024Q4: 6,889 shares; 2025Q1: 6,991 shares; 2025Q2: 7,452 shares; 2025Q3: 7,303 shares 7,303 $317K 0.02% -149 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,632 shares; 2024Q4: 3,548 shares; 2025Q1: 3,359 shares; 2025Q2: 2,990 shares; 2025Q3: 2,868 shares 2,868 $317K 0.02% -122 Timeline EUFN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,469 shares; 2025Q2: 9,442 shares; 2025Q3: 9,194 shares 9,194 $316K 0.02% -248 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,680 shares; 2025Q2: 4,515 shares; 2025Q3: 4,670 shares 4,670 $315K 0.02% +155 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,651 shares 1,651 $314K 0.02% new Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,749 shares; 2024Q4: 2,029 shares; 2025Q1: 2,052 shares; 2025Q2: 2,191 shares; 2025Q3: 2,352 shares 2,352 $314K 0.02% +161 Timeline CLOX SERIES PORTFOLIOS TR More: the full row for SERIES PORTFOLIOS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,112 shares; 2025Q3: 12,249 shares 12,249 $313K 0.02% -863 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,180 shares; 2025Q3: 2,260 shares 2,260 $312K 0.02% +80 Timeline PAUG INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,283 shares; 2024Q4: 10,173 shares; 2025Q1: 9,913 shares; 2025Q2: 8,768 shares; 2025Q3: 7,322 shares 7,322 $311K 0.02% -1,446 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 929 shares; 2024Q4: 1,051 shares; 2025Q1: 1,123 shares; 2025Q2: 1,135 shares; 2025Q3: 1,161 shares 1,161 $310K 0.02% +26 Timeline PSCI INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,582 shares; 2024Q4: 2,605 shares; 2025Q1: 2,605 shares; 2025Q2: 2,058 shares; 2025Q3: 2,058 shares 2,058 $308K 0.02% 0 Timeline INVZ INNOVIZ TECHNOLOGIES LTD More: the full row for INNOVIZ TECHNOLOGIES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 100,308 shares; 2025Q1: 150,000 shares; 2025Q2: 150,000 shares; 2025Q3: 150,000 shares 150,000 $306K 0.02% 0 Timeline CLS CELESTICA INC More: the full row for CELESTICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,221 shares 1,221 $301K 0.02% new Timeline VAW VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,412 shares; 2024Q4: 1,399 shares; 2025Q1: 1,370 shares; 2025Q2: 1,371 shares; 2025Q3: 1,451 shares 1,451 $297K 0.02% +80 Timeline OLED UNIVERSAL DISPLAY CORP More: the full row for UNIVERSAL DISPLAY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,948 shares; 2024Q4: 1,927 shares; 2025Q1: 2,398 shares; 2025Q2: 2,190 shares; 2025Q3: 2,068 shares 2,068 $297K 0.02% -122 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,244 shares; 2024Q4: 6,250 shares; 2025Q1: 7,320 shares; 2025Q2: 7,692 shares; 2025Q3: 6,664 shares 6,664 $297K 0.02% -1,028 Timeline IBDU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,337 shares; 2025Q3: 12,648 shares 12,648 $297K 0.02% +311 Timeline FSIG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,717 shares; 2025Q2: 16,556 shares; 2025Q3: 15,445 shares 15,445 $297K 0.02% -1,111 Timeline SOLV SOLVENTUM CORP More: the full row for SOLVENTUM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,334 shares; 2024Q4: 4,047 shares; 2025Q1: 4,157 shares; 2025Q2: 4,173 shares; 2025Q3: 4,016 shares 4,016 $293K 0.02% -157 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 672 shares; 2025Q1: not reported; 2025Q2: 676 shares; 2025Q3: 834 shares 834 $293K 0.02% +158 Timeline TQQQ PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,662 shares; 2024Q4: 15,026 shares; 2025Q1: 19,317 shares; 2025Q2: 15,627 shares; 2025Q3: 2,832 shares 2,832 $293K 0.02% -12,795 Timeline FIVA FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,584 shares; 2025Q1: 10,260 shares; 2025Q2: 11,138 shares; 2025Q3: 9,356 shares 9,356 $293K 0.02% -1,782 Timeline LMBS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,469 shares; 2024Q4: 6,376 shares; 2025Q1: 5,768 shares; 2025Q2: 5,563 shares; 2025Q3: 5,870 shares 5,870 $292K 0.02% +307 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,686 shares; 2024Q4: not reported; 2025Q1: 2,570 shares; 2025Q2: 990 shares; 2025Q3: 1,183 shares 1,183 $292K 0.02% +193 Timeline PSET PRINCIPAL EXCHANGE TRADED FD More: the full row for PRINCIPAL EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,830 shares; 2024Q4: 3,830 shares; 2025Q1: 3,830 shares; 2025Q2: 3,830 shares; 2025Q3: 3,830 shares 3,830 $291K 0.02% 0 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 776 shares; 2025Q3: 874 shares 874 $291K 0.02% +98 Timeline SGOL ETFS GOLD TR More: the full row for ETFS GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,451 shares; 2024Q4: 10,551 shares; 2025Q1: 10,551 shares; 2025Q2: 10,151 shares; 2025Q3: 7,901 shares 7,901 $291K 0.02% -2,250 Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,597 shares; 2024Q4: 2,591 shares; 2025Q1: 2,585 shares; 2025Q2: 2,629 shares; 2025Q3: 3,244 shares 3,244 $291K 0.02% +615 Timeline SAMT ADVISORS INNER CIRCLE FD III More: the full row for ADVISORS INNER CIRCLE FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,435 shares; 2025Q3: 7,798 shares 7,798 $291K 0.02% +363 Timeline EFX EQUIFAX INC More: the full row for EQUIFAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 755 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,129 shares 1,129 $290K 0.02% new Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,503 shares; 2024Q4: not reported; 2025Q1: 3,463 shares; 2025Q2: 4,029 shares; 2025Q3: 4,849 shares 4,849 $290K 0.02% +820 Timeline CION CION INVT CORP More: the full row for CION INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,136 shares; 2024Q4: 34,136 shares; 2025Q1: 34,136 shares; 2025Q2: 32,788 shares; 2025Q3: 30,396 shares 30,396 $288K 0.02% -2,392 Timeline MSM MSC INDL DIRECT INC More: the full row for MSC INDL DIRECT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,389 shares; 2024Q4: 5,773 shares; 2025Q1: 4,346 shares; 2025Q2: 3,142 shares; 2025Q3: 3,113 shares 3,113 $287K 0.02% -29 Timeline FLJP FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,629 shares; 2024Q4: 7,742 shares; 2025Q1: 7,545 shares; 2025Q2: 8,285 shares; 2025Q3: 8,285 shares 8,285 $286K 0.02% 0 Timeline CNI CANADIAN NATL RY CO More: the full row for CANADIAN NATL RY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,375 shares; 2024Q4: 4,307 shares; 2025Q1: 4,519 shares; 2025Q2: 3,933 shares; 2025Q3: 3,034 shares 3,034 $286K 0.02% -899 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,986 shares; 2024Q4: 14,724 shares; 2025Q1: 10,703 shares; 2025Q2: 11,542 shares; 2025Q3: 10,843 shares 10,843 $286K 0.02% -699 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,418 shares; 2024Q4: 11,205 shares; 2025Q1: 10,183 shares; 2025Q2: 9,177 shares; 2025Q3: 8,996 shares 8,996 $284K 0.02% -181 Timeline MRCC MONROE CAP CORP More: the full row for MONROE CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,200 shares; 2024Q4: 31,200 shares; 2025Q1: 31,200 shares; 2025Q2: 31,200 shares; 2025Q3: 40,400 shares 40,400 $284K 0.02% +9,200 Timeline SLYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,640 shares; 2025Q3: 2,985 shares 2,985 $282K 0.02% +345 Timeline BCO BRINKS CO More: the full row for BRINKS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,888 shares; 2025Q3: 2,390 shares 2,390 $279K 0.02% -498 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,994 shares; 2024Q4: 10,153 shares; 2025Q1: 8,735 shares; 2025Q2: 8,257 shares; 2025Q3: 8,098 shares 8,098 $279K 0.02% -159 Timeline BYD BOYD GAMING CORP More: the full row for BOYD GAMING CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,539 shares; 2025Q3: 3,203 shares 3,203 $277K 0.02% -336 Timeline IBDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,009 shares; 2025Q3: 12,494 shares 12,494 $277K 0.02% +485 Timeline WCC WESCO INTL INC More: the full row for WESCO INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,305 shares; 2024Q4: 1,365 shares; 2025Q1: 1,499 shares; 2025Q2: 1,305 shares; 2025Q3: 1,305 shares 1,305 $276K 0.02% 0 Timeline MAIN MAIN STR CAP CORP More: the full row for MAIN STR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,269 shares; 2024Q4: 4,274 shares; 2025Q1: 4,330 shares; 2025Q2: 4,335 shares; 2025Q3: 4,340 shares 4,340 $276K 0.02% +5 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,279 shares; 2024Q4: 5,279 shares; 2025Q1: 5,179 shares; 2025Q2: 5,232 shares; 2025Q3: 5,162 shares 5,162 $276K 0.02% -70 Timeline BBN BLACKROCK TAX MUNICPAL BD TR More: the full row for BLACKROCK TAX MUNICPAL BD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,708 shares; 2024Q4: 22,652 shares; 2025Q1: 17,095 shares; 2025Q2: 16,591 shares; 2025Q3: 16,591 shares 16,591 $275K 0.02% 0 Timeline CGNG CAPITAL GROUP NEW GEOGRAPHY More: the full row for CAPITAL GROUP NEW GEOGRAPHY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,892 shares 8,892 $275K 0.02% new Timeline TAFL AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,976 shares 10,976 $274K 0.02% new Timeline JMTG J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,376 shares 5,376 $274K 0.02% new Timeline MARM FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,570 shares; 2024Q4: 8,570 shares; 2025Q1: 8,570 shares; 2025Q2: 8,400 shares; 2025Q3: 8,400 shares 8,400 $274K 0.02% 0 Timeline RGLD ROYAL GOLD INC More: the full row for ROYAL GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,346 shares; 2025Q3: 1,356 shares 1,356 $272K 0.02% +10 Timeline KBE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,631 shares; 2024Q4: 5,634 shares; 2025Q1: 4,562 shares; 2025Q2: 4,565 shares; 2025Q3: 4,567 shares 4,567 $271K 0.02% +2 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,305 shares; 2024Q4: 1,901 shares; 2025Q1: 1,984 shares; 2025Q2: 2,139 shares; 2025Q3: 2,226 shares 2,226 $270K 0.02% +87 Timeline MUSA MURPHY USA INC More: the full row for MURPHY USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 529 shares; 2025Q3: 696 shares 696 $270K 0.02% +167 Timeline TELFY TELEFONICA SA-SPON ADR More: the full row for TELEFONICA SA-SPON ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,183 shares; 2024Q4: 53,183 shares; 2025Q1: 53,000 shares; 2025Q2: 53,027 shares; 2025Q3: 53,064 shares 53,064 $270K 0.02% +37 Timeline TOTALENERGIES SE -SPON ADR TOTALENERGIES SE -SPON ADR More: the full row for TOTALENERGIES SE -SPON ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,633 shares; 2024Q4: 3,713 shares; 2025Q1: 3,986 shares; 2025Q2: 4,610 shares; 2025Q3: 4,503 shares 4,503 $269K 0.02% -107 GROZ ZACKS TRUST More: the full row for ZACKS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,113 shares 9,113 $267K 0.02% new Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 418 shares; 2024Q4: 421 shares; 2025Q1: not reported; 2025Q2: 500 shares; 2025Q3: 549 shares 549 $267K 0.02% +49 Timeline POOL POOL CORP More: the full row for POOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 788 shares; 2024Q4: 814 shares; 2025Q1: 892 shares; 2025Q2: 800 shares; 2025Q3: 857 shares 857 $266K 0.02% +57 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,146 shares 2,146 $266K 0.02% new Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,006 shares; 2024Q4: 2,137 shares; 2025Q1: 2,137 shares; 2025Q2: 1,966 shares; 2025Q3: 2,070 shares 2,070 $265K 0.02% +104 Timeline RSPR INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,258 shares; 2024Q4: 7,166 shares; 2025Q1: 6,999 shares; 2025Q2: 6,999 shares; 2025Q3: 7,453 shares 7,453 $264K 0.02% +454 Timeline MGC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,071 shares; 2025Q3: 1,072 shares 1,072 $262K 0.02% +1 Timeline PDBC INVESCO ACTVELY MNGD ETC FD More: the full row for INVESCO ACTVELY MNGD ETC FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 84,685 shares; 2024Q4: 83,083 shares; 2025Q1: 93,423 shares; 2025Q2: 81,765 shares; 2025Q3: 19,342 shares 19,342 $260K 0.02% -62,423 Timeline KRE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,183 shares; 2024Q4: 4,122 shares; 2025Q1: not reported; 2025Q2: 3,447 shares; 2025Q3: 4,092 shares 4,092 $259K 0.02% +645 Timeline PDP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,190 shares; 2024Q4: 2,190 shares; 2025Q1: 2,190 shares; 2025Q2: 2,190 shares; 2025Q3: 2,190 shares 2,190 $259K 0.02% 0 Timeline UDIV FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,545 shares; 2024Q4: 5,140 shares; 2025Q1: 5,140 shares; 2025Q2: 5,140 shares; 2025Q3: 4,925 shares 4,925 $258K 0.02% -215 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 579 shares; 2025Q3: 608 shares 608 $257K 0.02% +29 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,572 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,600 shares; 2025Q3: 5,950 shares 5,950 $256K 0.02% +350 Timeline APG API GROUP CORP More: the full row for API GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,329 shares; 2025Q3: 7,417 shares 7,417 $255K 0.02% +2,088 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,464 shares; 2024Q4: 1,356 shares; 2025Q1: 1,386 shares; 2025Q2: 1,386 shares; 2025Q3: 1,252 shares 1,252 $255K 0.02% -134 Timeline BOOT BOOT BARN HLDGS INC More: the full row for BOOT BARN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,460 shares; 2025Q3: 1,538 shares 1,538 $255K 0.02% +78 Timeline CGCB CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,589 shares 9,589 $255K 0.02% new Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,694 shares; 2025Q3: 2,533 shares 2,533 $253K 0.02% -161 Timeline FLRT PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,660 shares; 2025Q2: 6,666 shares; 2025Q3: 5,323 shares 5,323 $252K 0.02% -1,343 Timeline ONB OLD NATL BANCORP IND More: the full row for OLD NATL BANCORP IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,471 shares; 2024Q4: 11,471 shares; 2025Q1: 11,471 shares; 2025Q2: 11,471 shares; 2025Q3: 11,471 shares 11,471 $252K 0.02% 0 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,764 shares; 2024Q4: 1,575 shares; 2025Q1: 1,729 shares; 2025Q2: 1,700 shares; 2025Q3: 1,758 shares 1,758 $252K 0.02% +58 Timeline FTA FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,986 shares; 2024Q4: 2,993 shares; 2025Q1: 2,999 shares; 2025Q2: 3,003 shares; 2025Q3: 3,008 shares 3,008 $251K 0.02% +5 Timeline TRMB TRIMBLE INC More: the full row for TRIMBLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,065 shares 3,065 $250K 0.02% new Timeline AFG AMERICAN FINANCIAL GROUP INC More: the full row for AMERICAN FINANCIAL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,597 shares; 2024Q4: 1,650 shares; 2025Q1: 1,685 shares; 2025Q2: 1,695 shares; 2025Q3: 1,706 shares 1,706 $249K 0.02% +11 Timeline FFIV F5 INC More: the full row for F5 INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 805 shares; 2025Q1: 765 shares; 2025Q2: 765 shares; 2025Q3: 767 shares 767 $248K 0.02% +2 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,305 shares 1,305 $245K 0.02% new Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,889 shares 2,889 $245K 0.02% new Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,170 shares; 2024Q4: 10,174 shares; 2025Q1: 9,825 shares; 2025Q2: 8,059 shares; 2025Q3: 9,390 shares 9,390 $245K 0.02% +1,331 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 921 shares; 2025Q2: 914 shares; 2025Q3: 700 shares 700 $242K 0.02% -214 Timeline SPH SUBURBAN PROPANE PARTNERS L More: the full row for SUBURBAN PROPANE PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,000 shares; 2024Q4: 11,000 shares; 2025Q1: 11,000 shares; 2025Q2: 11,000 shares; 2025Q3: 13,000 shares 13,000 $242K 0.02% +2,000 Timeline CASH PATHWARD FINANCIAL INC More: the full row for PATHWARD FINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,261 shares; 2025Q3: 3,261 shares 3,261 $241K 0.02% 0 Timeline AIRR FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,494 shares 2,494 $241K 0.02% new Timeline IHDG WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,207 shares; 2024Q4: 5,208 shares; 2025Q1: 5,208 shares; 2025Q2: 5,187 shares; 2025Q3: 5,187 shares 5,187 $239K 0.02% 0 Timeline AB ALLIANCEBERNSTEIN HLDG L P More: the full row for ALLIANCEBERNSTEIN HLDG L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,465 shares; 2025Q1: 5,465 shares; 2025Q2: 6,165 shares; 2025Q3: 6,178 shares 6,178 $236K 0.02% +13 Timeline GSEP FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,155 shares 6,155 $234K 0.02% new Timeline CLH CLEAN HARBORS INC More: the full row for CLEAN HARBORS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,008 shares 1,008 $234K 0.02% new Timeline VRP INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,141 shares; 2024Q4: 9,141 shares; 2025Q1: 9,441 shares; 2025Q2: 9,441 shares; 2025Q3: 9,441 shares 9,441 $233K 0.02% 0 Timeline ARWR ARROWHEAD PHARMACEUTICALS IN More: the full row for ARROWHEAD PHARMACEUTICALS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,749 shares 6,749 $233K 0.02% new Timeline LPLA LPL FINL HLDGS INC More: the full row for LPL FINL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 774 shares; 2025Q1: 812 shares; 2025Q2: 694 shares; 2025Q3: 699 shares 699 $233K 0.02% +5 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,445 shares; 2024Q4: not reported; 2025Q1: 1,692 shares; 2025Q2: not reported; 2025Q3: 1,676 shares 1,676 $232K 0.02% new Timeline HEI HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 723 shares; 2025Q3: 719 shares 719 $232K 0.02% -4 Timeline FNCL FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,177 shares; 2024Q4: 4,191 shares; 2025Q1: 3,812 shares; 2025Q2: 3,462 shares; 2025Q3: 3,037 shares 3,037 $232K 0.02% -425 Timeline BKLN INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,616 shares; 2025Q3: 10,992 shares 10,992 $230K 0.02% +376 Timeline WTV WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,520 shares; 2024Q4: 2,520 shares; 2025Q1: 2,520 shares; 2025Q2: 2,520 shares; 2025Q3: 2,520 shares 2,520 $229K 0.02% 0 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,402 shares; 2024Q4: 1,952 shares; 2025Q1: 1,924 shares; 2025Q2: 1,730 shares; 2025Q3: 1,857 shares 1,857 $229K 0.02% +127 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,672 shares; 2024Q4: 4,006 shares; 2025Q1: 4,108 shares; 2025Q2: 4,182 shares; 2025Q3: 4,131 shares 4,131 $228K 0.02% -51 Timeline ALLE ALLEGION PLC More: the full row for ALLEGION PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,278 shares 1,278 $227K 0.02% new Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,681 shares; 2024Q4: 1,657 shares; 2025Q1: 1,687 shares; 2025Q2: 1,971 shares; 2025Q3: 1,121 shares 1,121 $226K 0.02% -850 Timeline DECW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,145 shares; 2024Q4: 6,945 shares; 2025Q1: 6,845 shares; 2025Q2: 6,845 shares; 2025Q3: 6,845 shares 6,845 $226K 0.02% 0 Timeline FLC FLAHERTY & CRUMRINE TOTAL RE More: the full row for FLAHERTY & CRUMRINE TOTAL RE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,560 shares; 2024Q4: 12,560 shares; 2025Q1: 12,560 shares; 2025Q2: 12,560 shares; 2025Q3: 12,560 shares 12,560 $224K 0.02% 0 Timeline UJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,842 shares; 2024Q4: 7,842 shares; 2025Q1: 7,842 shares; 2025Q2: 7,842 shares; 2025Q3: 5,312 shares 5,312 $224K 0.02% -2,530 Timeline BNS BANK NOVA SCOTIA B C More: the full row for BANK NOVA SCOTIA B C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,458 shares 3,458 $224K 0.02% new Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,628 shares; 2025Q3: 1,698 shares 1,698 $223K 0.01% +70 Timeline QYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,025 shares; 2025Q1: 13,026 shares; 2025Q2: 13,026 shares; 2025Q3: 13,026 shares 13,026 $222K 0.01% 0 Timeline VOOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,156 shares; 2025Q3: 1,109 shares 1,109 $221K 0.01% -47 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,928 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,862 shares; 2025Q3: 4,990 shares 4,990 $221K 0.01% +128 Timeline CRDO CREDO TECHNOLOGY GROUP HOLDI More: the full row for CREDO TECHNOLOGY GROUP HOLDI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,514 shares 1,514 $220K 0.01% new Timeline FPEI FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,313 shares; 2024Q4: 13,952 shares; 2025Q1: 13,575 shares; 2025Q2: 13,325 shares; 2025Q3: 11,319 shares 11,319 $219K 0.01% -2,006 Timeline NVG NUVEEN AMT FREE MUN CR INC F More: the full row for NUVEEN AMT FREE MUN CR INC F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,766 shares; 2024Q4: 33,928 shares; 2025Q1: 31,765 shares; 2025Q2: 28,059 shares; 2025Q3: 17,793 shares 17,793 $219K 0.01% -10,266 Timeline RPM RPM INTL INC More: the full row for RPM INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,847 shares; 2024Q4: 1,847 shares; 2025Q1: 1,847 shares; 2025Q2: 1,847 shares; 2025Q3: 1,847 shares 1,847 $218K 0.01% 0 Timeline UDOW PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,852 shares; 2024Q4: 13,051 shares; 2025Q1: 15,127 shares; 2025Q2: 12,291 shares; 2025Q3: 2,022 shares 2,022 $216K 0.01% -10,269 Timeline GJUL FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,320 shares 5,320 $216K 0.01% new Timeline CGSM CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,038 shares; 2025Q3: 8,171 shares 8,171 $215K 0.01% +133 Timeline FNY FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,820 shares; 2024Q4: 2,770 shares; 2025Q1: not reported; 2025Q2: 2,520 shares; 2025Q3: 2,340 shares 2,340 $214K 0.01% -180 Timeline GNRC GENERAC HLDGS INC More: the full row for GENERAC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,635 shares; 2025Q3: 1,276 shares 1,276 $214K 0.01% -359 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 447 shares 447 $213K 0.01% new Timeline PGX INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,686 shares; 2024Q4: 19,527 shares; 2025Q1: 19,527 shares; 2025Q2: 19,527 shares; 2025Q3: 18,227 shares 18,227 $211K 0.01% -1,300 Timeline ZWS ZURN ELKAY WATER SOLNS CORP More: the full row for ZURN ELKAY WATER SOLNS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,479 shares 4,479 $211K 0.01% new Timeline NMAI NUVEEN MULTI ASSET INCOME FU More: the full row for NUVEEN MULTI ASSET INCOME FU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,209 shares; 2024Q4: 16,209 shares; 2025Q1: 16,209 shares; 2025Q2: 16,209 shares; 2025Q3: 16,209 shares 16,209 $210K 0.01% 0 Timeline IBDX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,040 shares; 2025Q3: 8,201 shares 8,201 $210K 0.01% +161 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,894 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,030 shares 2,030 $208K 0.01% new Timeline PSLV SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,259 shares; 2024Q4: 13,259 shares; 2025Q1: 13,259 shares; 2025Q2: 13,259 shares; 2025Q3: 13,259 shares 13,259 $208K 0.01% 0 Timeline PRIV SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,149 shares 8,149 $208K 0.01% new Timeline EZM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,153 shares 3,153 $208K 0.01% new Timeline AN AUTONATION INC More: the full row for AUTONATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,050 shares; 2025Q3: 950 shares 950 $208K 0.01% -100 Timeline EDGF ADVISORS INNER CIRCLE FD II More: the full row for ADVISORS INNER CIRCLE FD II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,398 shares; 2025Q3: 8,343 shares 8,343 $207K 0.01% -1,055 Timeline THO THOR INDS INC More: the full row for THOR INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,998 shares 1,998 $207K 0.01% new Timeline ECG EVERUS CONSTR GROUP More: the full row for EVERUS CONSTR GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,409 shares 2,409 $207K 0.01% new Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,147 shares; 2025Q1: 5,284 shares; 2025Q2: not reported; 2025Q3: 4,063 shares 4,063 $206K 0.01% new Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,658 shares; 2024Q4: 2,680 shares; 2025Q1: 2,718 shares; 2025Q2: 2,067 shares; 2025Q3: 1,958 shares 1,958 $206K 0.01% -109 Timeline IBDT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,055 shares 8,055 $206K 0.01% new Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 667 shares 667 $205K 0.01% new Timeline XPO XPO INC More: the full row for XPO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,580 shares 1,580 $204K 0.01% new Timeline QTEC FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 889 shares 889 $204K 0.01% new Timeline FYT FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,696 shares; 2024Q4: 4,574 shares; 2025Q1: 4,421 shares; 2025Q2: 4,381 shares; 2025Q3: 3,646 shares 3,646 $204K 0.01% -735 Timeline HOLA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,949 shares 3,949 $204K 0.01% new Timeline IEO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,199 shares 2,199 $204K 0.01% new Timeline KHYB KRANESHARES TRUST More: the full row for KRANESHARES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,279 shares 8,279 $203K 0.01% new Timeline IYH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,349 shares; 2024Q4: 4,016 shares; 2025Q1: 4,021 shares; 2025Q2: 4,027 shares; 2025Q3: 3,437 shares 3,437 $202K 0.01% -590 Timeline WST WEST PHARMACEUTICAL SVSC INC More: the full row for WEST PHARMACEUTICAL SVSC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 768 shares 768 $201K 0.01% new Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 785 shares; 2025Q3: 776 shares 776 $201K 0.01% -9 Timeline KBWD INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,264 shares; 2024Q4: 20,376 shares; 2025Q1: 18,269 shares; 2025Q2: 18,221 shares; 2025Q3: 14,879 shares 14,879 $201K 0.01% -3,342 Timeline GRID FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,328 shares 1,328 $201K 0.01% new Timeline PMAR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,975 shares; 2024Q4: 5,975 shares; 2025Q1: 5,675 shares; 2025Q2: 5,250 shares; 2025Q3: 4,560 shares 4,560 $200K 0.01% -690 Timeline MDU MDU RES GROUP INC More: the full row for MDU RES GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,640 shares; 2024Q4: not reported; 2025Q1: 10,224 shares; 2025Q2: 10,538 shares; 2025Q3: 11,098 shares 11,098 $198K 0.01% +560 Timeline ONDS ONDAS INC More: the full row for ONDAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,940 shares; 2024Q4: 37,940 shares; 2025Q1: 42,940 shares; 2025Q2: 44,440 shares; 2025Q3: 24,900 shares 24,900 $192K 0.01% -19,540 Timeline XHR XENIA HOTELS & RESORTS INC More: the full row for XENIA HOTELS & RESORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,966 shares; 2024Q4: 18,861 shares; 2025Q1: 18,205 shares; 2025Q2: 15,692 shares; 2025Q3: 13,571 shares 13,571 $186K 0.01% -2,121 Timeline PCT PURECYCLE TECHNOLOGIES INC More: the full row for PURECYCLE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,842 shares; 2025Q2: not reported; 2025Q3: 13,932 shares 13,932 $183K 0.01% new Timeline DX DYNEX CAP INC More: the full row for DYNEX CAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,405 shares; 2025Q2: 14,790 shares; 2025Q3: 14,879 shares 14,879 $183K 0.01% +89 Timeline SVOL SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,061 shares 10,061 $181K 0.01% new Timeline KVUE KENVUE INC More: the full row for KENVUE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,100 shares 11,100 $180K 0.01% new Timeline NAD NUVEEN QUALITY MUNCP INCOME More: the full row for NUVEEN QUALITY MUNCP INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,253 shares; 2024Q4: 14,382 shares; 2025Q1: 14,382 shares; 2025Q2: 14,382 shares; 2025Q3: 14,382 shares 14,382 $168K 0.01% 0 Timeline VFL ABRDN NATL MUN INCOME FD More: the full row for ABRDN NATL MUN INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,012 shares; 2024Q4: 16,012 shares; 2025Q1: 16,012 shares; 2025Q2: 16,012 shares; 2025Q3: 16,012 shares 16,012 $164K 0.01% 0 Timeline BIZD VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,190 shares; 2024Q4: 10,190 shares; 2025Q1: 10,190 shares; 2025Q2: 10,190 shares; 2025Q3: 10,190 shares 10,190 $152K 0.01% 0 Timeline FSCO FS CREDIT OPPORTUNITIES CORP More: the full row for FS CREDIT OPPORTUNITIES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 14,834 shares; 2025Q1: 16,439 shares; 2025Q2: 18,993 shares; 2025Q3: 21,746 shares 21,746 $150K 0.01% +2,753 Timeline IEP ICAHN ENTERPRISES LP More: the full row for ICAHN ENTERPRISES LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,800 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,200 shares 16,200 $136K 0.01% new Timeline ARI APOLLO COML REAL ESTATE FIN More: the full row for APOLLO COML REAL ESTATE FIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,810 shares; 2024Q4: 11,006 shares; 2025Q1: 10,209 shares; 2025Q2: 10,430 shares; 2025Q3: 10,621 shares 10,621 $108K 0.01% +191 Timeline NNDM NANO DIMENSION LTD More: the full row for NANO DIMENSION LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 69,975 shares; 2024Q4: 69,975 shares; 2025Q1: 66,750 shares; 2025Q2: 66,750 shares; 2025Q3: 66,750 shares 66,750 $105K 0.01% 0 Timeline TWI TITAN INTL INC ILL More: the full row for TITAN INTL INC ILL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,420 shares; 2025Q3: 12,916 shares 12,916 $97.6K 0.01% -504 Timeline AMCOR PLC AMCOR PLC More: the full row for AMCOR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,983 shares; 2024Q4: 12,407 shares; 2025Q1: 13,659 shares; 2025Q2: 12,889 shares; 2025Q3: 11,061 shares 11,061 $90.5K 0.01% -1,828 PFN PIMCO INCOME STRATEGY FD II More: the full row for PIMCO INCOME STRATEGY FD II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,721 shares; 2024Q4: 11,721 shares; 2025Q1: 11,721 shares; 2025Q2: 11,721 shares; 2025Q3: 11,721 shares 11,721 $89K 0.01% 0 Timeline HFRO HIGHLAND OPPS & INCOME FD More: the full row for HIGHLAND OPPS & INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,625 shares; 2024Q4: 11,625 shares; 2025Q1: 11,625 shares; 2025Q2: 11,625 shares; 2025Q3: 11,625 shares 11,625 $73.8K <0.01% 0 Timeline PIM FRANKLIN MASTER INTER INCOME More: the full row for FRANKLIN MASTER INTER INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,320 shares; 2024Q4: 14,000 shares; 2025Q1: 14,000 shares; 2025Q2: 14,000 shares; 2025Q3: 14,000 shares 14,000 $48.2K <0.01% 0 Timeline